Candice Ezzat Davis

Employer firm

Missionsquare Retirement CRD 108783

$6.31B regulatory AUM 3,264 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2014 → 12/2017
  Sii Investments
  Annapolis, MD
• 09/2014 → 06/2022
  Scarborough Capital Management
  Annapolis, MD
• 01/2018 → 06/2022
  Independent Financial Group, Llc
  Annapolis, MD
• 09/2022 → Present
  Missionsquare Investment Services
  Washington, DC
• 09/2022 → Present
  Missionsquare Retirement
  Washington, DC

Previous Registrations

• 2014-10-03 → 2022-06-22
  Scarborough Capital Management
  Annapolis, MD
• 2014-10-02 → 2017-12-31
  Sii Investments, Inc.
  Annapolis, MD
• 2004-04-29 → 2013-01-09
  Ameriprise Financial Services, Llc
  Columbia, MD
  Vienna, VA
  Vienna, VA
  Richmond, VA
  Centreville, VA
  Annapolis, MD
  Owings Mills, MD
  Owings Mills, MD
  Vienna, VA

Other Businesses

Name: CHE Farms, LLC. Non-investment related. Address: 1217 Cedar Lane, Edgewater, MD 21037. Nature of business: Agricultural products and rental real estate. Position: Co-Owner, Managing Member. Start Date: 01/28/2016. Number of hours devoted to other business: 2; during securities trading hours 0. Duties: Decision making; document preparation; and authority to enter into contracts/agreements on behalf of the LLC.

Exams

• S66 Uniform Combined State Law Examination
  2004-04-28

Other Names

• Candice Marie Mautaz Ezzat
• Candice Marie Mautaz Ezzat